Group 1 - Galaxy Digital Holdings Ltd. reported fourth-quarter revenue of $10.37 billion, which was below the expected $13.21 billion [1] - The company experienced a loss per share of $1.08, missing the estimate of a loss of 52 cents [1] - Galaxy ended the quarter with $6.4 billion in assets under management and $5 billion in assets under stake [1] Group 2 - The company is on track to deliver 133MW of critical IT load to CoreWeave in the first half of 2026 under the Phase I lease agreement [2] - Following the earnings announcement, Galaxy shares fell 7.5% to trade at $20.33 [2] Group 3 - HC Wainwright & Co. analyst maintained a Buy rating on Galaxy Digital but lowered the price target from $45 to $40 [3] - Goldman Sachs analyst maintained a Neutral rating and cut the price target from $27 to $24 [3] - Morgan Stanley analyst maintained an Overweight rating and reduced the price target from $43 to $36 [3]
Galaxy Digital Analysts Cut Their Forecasts Following Q4 Results